RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
COBEY JACOBSON & GORDON INC
CRD #113261 PASADENA, CA
SEC
AUM
$99.4M
Employees
1
MOSAIC ASSET MANAGEMENT, L.P.
CRD #119821 SAN FRANCISCO, CA
SEC
AUM
$100M
Employees
10
RIDGEPOINT ASSET MANAGEMENT LLC
CRD #159120 SAN FRANCISCO, CA
SEC Private Funds
AUM
$100M
Employees
1
W3 PROPERTIES LLC
CRD #160003 SAN RAFAEL, CA
SEC Private Funds
AUM
$100M
Employees
--
STARMONT ASSET MANAGEMENT, LLC
CRD #118637 SAN RAMON, CA
SEC
AUM
$100M
Employees
1
KMCP ADVISORS II, LLC
CRD #160673 SAN DIEGO, CA
Private Funds
AUM
$100.3M
Employees
2
CONNECTIVE CAPITAL MANAGEMENT, LLC
CRD #161099 PALO ALTO, CA
SEC Private Funds
AUM
$100.3M
Employees
10
EPLANET CAPITAL GROUP HOLDINGS LLC
CRD #297681 SAN JOSE, CA
Private Funds
AUM
$100.3M
Employees
7
CLEARVIEW INVESTMENT PARTNERS, LLC
CRD #150046 COSTA MESA, CA
SEC
AUM
$100.4M
Employees
3
THIELEN CAPITAL CORPORATION
CRD #169139 LADERA RANCH, CA
SEC
AUM
$100.4M
Employees
1
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD
CRD #110428 SAN DIEGO, CA
SEC
AUM
$100.7M
Employees
6
AUTILUS PARTNERS LLC
CRD #322882 SANTA MONICA, CA
SEC
AUM
$101M
Employees
4
ROYAL PALMS CAPITAL, LLC
CRD #135304 ROLLING HILLS EST., CA
SEC
AUM
$101.1M
Employees
1
OMNIQUEST CAPITAL, LLC
CRD #124393 LOS ANGELES, CA
Private Funds
AUM
$101.8M
Employees
1
COBURN BARRETT, LLC
CRD #166464 SAN FRANCISCO, CA
SEC Private Funds
AUM
$101.9M
Employees
4
OPUS PRIVATE WEALTH GROUP, LLC
CRD #171317 ORANGE, CA
SEC
AUM
$102M
Employees
2
THE TAX PRACTICE, INC.
CRD #133433 SAN JOSE, CA
SEC
AUM
$102.1M
Employees
2
KLOSTERMAN CAPITAL CORP
CRD #110941 CARLSBAD, CA
SEC
AUM
$102.1M
Employees
5
NORTH BAY WEALTH MANAGEMENT
CRD #285523 PETALUMA, CA
SEC
AUM
$102.1M
Employees
2
DACHTLER WEALTH ADVISORS, LLC
CRD #335863 FOLSOM, CA
SEC
AUM
$102.2M
Employees
1
WERLEMANN SECURITIES LLC
CRD #317777 NEWPORT BEACH, CA
SEC
AUM
$102.2M
Employees
1
CHANGING PARAMETERS, LLC
CRD #132551 LOS ALTOS, CA
SEC
AUM
$102.3M
Employees
3
MAINO JAMES FREDERICK
CRD #104980 AVILA BEACH, CA
SEC
AUM
$102.4M
Employees
3
BAYHUNT CAPITAL LLC
CRD #333514 MILL VALLEY, CA
SEC Private Funds
AUM
$102.4M
Employees
1
MCCULLOUGH & ASSOCIATES LLC
CRD #133794 SAN FRANCISCO, CA
SEC
AUM
$102.5M
Employees
6